• Latest Insights

    A series of regular news updates, research papers, investment strategy updates and thought pieces from some of Colonial First State Global Asset Management's leading experts.

More insights

  • Profits and the Economy – What have we learnt?

    Article  | 21 September 2017

    The performance of the Australian economy over 2017 to date can best be described as mediocre.

  • Travel Diary Brazil: Corajoso e bonito

    Article  | 28 August 2017

    The latest instalment of our Infrastructure Travel Diary comes from Andrew Greenup, Deputy Head of Global Listed Infrastructure, who recently spent time in Brazil visiting infrastructure companies, assets, regulators and government bodies.

  • Beyond GDP, what should be the economic goal?

    Article  | 24 August 2017

    Experts agree that climate change and global warming pose systemic risks to the world economy, with major impacts on the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies. But from a macroeconomic level, little has been done.

  • Carry on credit

    Article  | 21 September 2017

    Credit spreads have tightened towards historically low levels in recent years. Our credit team looks at how much further they can they go and what could trigger a widening.

  • Have markets removed too much of the Trump trade? September will be critical

    Article  | 17 August 2017

    Given the packed legislative agenda, and previous issues passing legislation around the debt ceiling, are there some downside risks that markets are ignoring?

  • It’s not me, it’s U(SD)

    Article  | 10 August 2017

    Much has been made of the Australian dollar’s (AUD) recent rally against the US dollar (USD). After spending much of 2016 and the first-half of 2017 averaging around $US0.75, the rally in the AUD to closer to $US0.80 in late June and early July has led the market to the question; what does a higher AUD mean for monetary policy and the broader economy?

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